Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $29,016 |
JPMORGAN INVEST HOLDINGS LLC3 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $1,695 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,298 | $50,860-7.0% | $155,574-69.6% | $77,714-39.1% |
| Participation rate | 36.5% | 63.1%-26.6pp | 78.2%-41.7pp | 70.6%-34.1pp |
| Annual return | 16.41% | 34.86%-18.5pp | 64.87%-48.5pp | 31.26%-14.8pp |
| Employer contribution / active EE | $1,737 | $1,991-12.7% | $4,676-62.8% | $2,727-36.3% |
| Participant deferral / active EE | $2,964 | $2,825+4.9% | $5,629-47.3% | $4,649-36.2% |
| Admin fee / account holder | $201 | $436-54.0% | $15,914-98.7% | $433-53.7% |